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Podcast

New Frontiers for ETFs

Presented By: Financial Planning, On Wall Street, and Bank Investment Consultant

ETFs are still a long way from unseating the mighty mutual fund, but investors are clearly cozying up to their advantages: low fees, ease of trading and tax efficiency.

As dramatic an entrance as ETFs have made on the investing scene, the industry is still innovating at a fast pace. New products looking to capitalize on almost every niche in the investing world are coming out almost daily. And ETFs are gaining a toehold in the highly lucrative 401(k) market.

Our panel of experts discusses the rapidly evolving landscape of ETFs in this new podcast, including:

  • How to use ETFs effectively in portfolio construction
  • The continuing role of mutual funds
  • New frontiers for ETFs
  • ETFs in retirement plans
  • Actively managed ETFs


FEATURED PANELISTS:
BRUCE BOND: President and CEO of PowerShares Capital Management LLC.
Before founding PowerShares, Mr. Bond served as Managing Director and Vice President of Nuveen Investments. He began his experience in the financial industry as an assistant to the VP of Sales at Griffin, Kubik, Stephens and Thompson, an upscale financial boutique in Chicago. In 1987 he received his Series 7 and 63 licenses and began his career in municipal bond sales to institutions and affluent individuals.

 

RICHARD FERRI : CEO of Portfolio Solutions, LLC, and author of The ETF Book.
Richard Ferri is CEO of Portfolio Solutions, LLC, an investment management firm based Troy, MI. Portfolio Solutions manages close to $1 billion in separate accounts for high-net-worth individuals, families, non-profit organizations, and corporate pension plans. The firm specializes in low-cost, asset allocation portfolio strategies utilizing index funds, exchange-traded funds (ETFs) and other passive asset-class funds. Prior to joining the investment community in 1988, Rick served as an officer and jet pilot in the U.S. Marine Corps and is now retired from the Marine Corps Reserve. Rick has written five books on low-cost investing, asset allocation, and mutual funds including index funds and exchange-traded funds (ETFs). His latest book, The ETF Book was recently published by John Wiley. Also available are All About Index Funds, All About Asset Allocation, Protecting Your Wealth in Good Times and Bad, and Serious Money, Straight Talk about Investing for Retirement.

TOM LYDON: Editor of ETFtrends.com and president of Global Trends Investments.
Tom Lydon is editor of ETFtrends.com and president of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net-worth individuals. He has been involved in money management for over 20 years. Mr. Lydon began his career with Fidelity Investments and was a founding member of Charles Schwab's Institutional Advisory Board. He serves on the Board of Directors for U.S. Global Investors, Inc. and Rydex Funds and was Chairman of the Make-A-Wish-Foundation of Orange County and the Inland Empire (2003-2005). Mr. Lydon is a regular contributor to major print, radio, and television media.

Moderated by Pamela Black, Group Managing Editor, Financial Planning; Editor-in-Chief, Bank Investment Consultant

 

Listen online now, or download to listen at your convenience.